+41,298.9%
SBUX vs SHEL
+1,927.2%
+39,371.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -3.0% |
| 7D | -3.9% | +1.9% | -5.8% | -4.4% |
| 30D | -2.8% | +8.7% | -11.5% | -5.1% |
| 3M | +8.2% | +11.0% | -2.8% | +4.9% |
| 6M | +4.3% | +14.6% | -10.3% | -0.1% |
| YTD | +23.3% | +33.3% | -9.9% | +13.2% |
| 1Y | +24.3% | +37.9% | -13.6% | +12.9% |
| 3Y | +15.5% | +69.7% | -54.3% | -1.4% |
| 5Y | -2.7% | +190.2% | -192.9% | -29.6% |
| 10Y | +128.8% | +197.0% | -68.2% | +56.5% |
| All | +41,298.9% | +1,927.2% | +39,371.7% | +21,407.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SHEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling